• 10 Feb 2015 11:16 PM | Yadong Wang (Administrator)

    Title: An Overview of Mergers and Acquisitions Taxation in Canada

    Time: Thursday, 26 February 2015 from 12:00 PM to 1:00 PM (EST)

    Location: East York Room, 2nd Floor, 4 King Street West, Toronto, ON, Canada

     Speaker: Eric Xiao, Partner, Ernst & Young

    Eric Xiao

    Registration link:


     Audience are encouraged to bring their own lunch.

     Eric’s presentation will cover two topics. First, as the first immigrant from China to become a partner with Ernst & Young Canada, Eric will share his thoughts on leadership, career development, and his experience of being a partner in a Big-4 accounting firm. Second, Eric will provide an overview of mergers and acquisitions taxation in Canada. He will discuss the key Canadian tax considerations on purchase and sale of a Canadian business, and share his thoughts and observations on cross-border deals based on his 20 years of experience with Ernst & Young Canada.                                               

    Eric is a tax partner with Ernst & Young’s Transaction Advisory Services practice based in Toronto. He is the Canadian leader of Ernst & Young’s China Overseas Investment Network.

     With over 20 years of experience, Eric has led many significant transactions providing tax advice to multinational companies on mergers and acquisitions, divestitures, restructurings, spin-offs, and tax due diligence.

     Eric graduated from the University of Toronto in 1991 with an MBA degree. He received his Canadian Chartered Accountant designation in 1997. Eric is a frequent speaker on Canadian income tax matters. He is a lecturer for the CICPA Corporate Reorganizations Course and is a member of the Joint Committee on Taxation of the Canadian Bar Association and Chartered Professional Accountants of Canada.

  • 10 Feb 2015 11:10 PM | Yadong Wang (Administrator)

    CCFA team up with Toronto Banker’s Basketball League (TBBL), support its basketball event and look for volunteers to participate.

    Volunteers have opportunities to network with players from financial industry and at the same time to have some fun.





     是的, 2015由Toronto Banker’s Basketball League (TBBL) 与Maple Leaf Sport & Entertainment Foundation (MLSE) 合办的第二届篮球大赛要开始了.

    从二月到五月,历时三个月的比赛,由RBC, TD, Scotiabank, BMO, CIBC, Manulife, Deloitte and KPMG (真是被惊艳了,会计忙季还有精力比赛的牛人, 小声的说,给力!)在North Toronto Collegiate Institute (17 Broadway Avenue close to Eglinton Station) 组队比赛.



     现在TBBL 开始找义工,如果你喜欢篮球,希望近距离的和心目中的能文能武的bankers and accountants接触,那来吧!加入我们的篮球后方补给团队.

    时间 (must be able to commit to at least 3 event):Feb 13, 20, 27; Mar 13, 27; Apr 10, 17, 24; May 1

    If you are interested to join it as volunteers, please contact Steve Deng at


    T: 647-778-8230

  • 10 Feb 2015 11:08 PM | Yadong Wang (Administrator)

    Dear CCFA Board of Directors, Members, Friends and Volunteers,

    Time flies! Thanks to all of your hard work, great support and contribution, it has made CCFA a very successful year with record high sponsorship and member involvement! It is time to look back together what we had achieved in year 2014!

    • 2014/1 CCFA student mentor program with York University and UofT
    • 2014/2 Speaker series: Hot Issues in China Pilot Free Trade Zone
    • 2014/3 Conference: CCFA, Shanghai Stock Exchange, Rotman Business School and Toronto Stock Exchange jointly held Conference about Derivative Trading
    • 2014/4 Speaker series: The Structure of Canada Capital Markets and Its Opportunities
    • 2014/5 Conference: Attending the first “WeiMing” Forum hosted by Bejing University Alumni Fund
    • 2014/5 Speaker series: Cutting-Edge Methodology for Stress Testing in Enterprise Risk Management & Leadership
    • 2014/6 Conference: CCFA Leadership event
    • 2014/6 Speaker series: Introduction of banks’ Asset & Liability Management (ALM) related models
    • 2014/7 CCFA Asset & Liability Management (ALM) Study Group was established and have a first Meeting
    • 2014/8 Summer networking event: CCFA-CCPAA Joint Summer Barbeque
    • 2014/9 Speaker series: Interest Rate Modelling in Prolonged Low Rate Environment by John Hull
    • 2014/9  Speaker series: An Overview of Capital Market and Risk Management
    • 2014/10 CCFA Asset & Liability Management (ALM) Study Group Second Meeting
    • 2014/11 Conference: CPMP-CCFA-CCPAA Joint Leadership Conference


    • 2014/12 Winter networking event: 2014 CCFA Christmas Party
    • 2014/12 CCFA Risk study group was established and have first Meeting

    To better organize more future CCFA events, and are responsible for CCFA various activities, in the principle to get more people involved, we have recently created new CCFA executive team to serve our members better.

    Michael Wang, VP, Event Organization

    • Michael will be responsible for CCFA event organization such as CCFA conference and CCFA networking event (Christmas Party).Michael has been responsible for organizing number of CCFA Christmas Party in the past and an active contributor to the CCFA.

    Joe Lu, VP, External relationship

    • Joe will be responsible for developing and maintaining the external relationship for CCFA with other Canadian and Chinese organizations. Joe has been responsible for maintaining external relationships for CCFA including Chinese and Canadian Governmental and non-governmental organizations. He has served as CCFA board and executive for many years in the past.

    Jin Wang, VP, Membership

    • Jin will be responsible for CCFA membership management and promotion. She had successfully organized two CCFA Leadership events in year 2014.

    James Shen, VP, Mentorship

    • James is in charge of the mentorship program for CCFA. James is seasoned and active CCFA members who has involved in the many training program with Chinese financial industry.

    Laurent Gang Wu, VP, Education

    • Laurent will lead CCFA education programs, including seminars, lunch-and-learn series and coordinating study groups. He has helped in organizing and hosting numbers of CCFA speaker series in 2014 such as John Hull’s and Jun Yuan’s presentation in year 2014.

    Duan Lian, VP, Communication

    • Lian has been responsible for CCFA communications, such as writing announcement, promoting different event, liaison with media and TV stations. She has helped drafting announcement for numbers of CCFA event before and is actively participating and contributing to CCFA events.

    Yadong Wang, VP, Infrastructure

    • Yadong will be responsible for maintaining and applying new technology to build efficient technology platform for CCFA. He developed CCFA WeChat application and led CCFA BBQ event in 2014.

    Study Groups:

    ALM study group, Gavin Jiang, Luan Pan

    Risk Study group, Yuan Jun, Yicent Chen

    IT Study group, James Shen

    Xiaobo Wang will continuously serve as Secretary General and Yeqi He as CCFA Treasurer.

    Thank you all for your dedication and contribution to the success of CCFA! We are looking forward to your continuous support and working together to help CCFA become a better and stronger organization!

    Wish You a Prosperous 2015!

     Dianna Zhang

    President of CCFA

    On behalf of CCFA executive committee

  • 09 Feb 2015 11:07 PM | Yadong Wang (Administrator)

    U of T MMF Summit 2015 Invitation

    Dear CCFA Board of Directors, Members, Friends and Volunteers,

    As one of CCFA partners, University of Toronto Master of mathematical Finance program is inviting CCFA members to join MMF Summit 2015 event. Below link contains the detailed information about the summit and the registration information.


    Time: February 19th, 2015 – February 22nd, 2015


    • Will banks continue to be profitable businesses?
    • Impact of increased regulation, Dodd-Frank, Volker rules, Basel, etc
    • Areas of growth in the banking system
    • Banks in Canada vs. banks in the US
    • Are pensions the new Fed?
    • The consequences of gigantic asset pools looking for yield
    • Impact of pensions offshore offices
    • Will US pensions live to compare with Canadian pensions?
    • The search for skill and human capital in Canadian Pension Plans
    • Basel III, IV, … where will it end?
    • Is risk management a cost centre or a revenue generator?
    • Profile of a modern risk manager
    • Interest rates: will they ever go up?
    • The future of commodities
    • Emerging markets: when will they emerge?
    • China, Russia and Brazil: economics, politics and jobs

    It is a great event to stay tuned on top of the financial trends and learn from the industry leaders! We are looking forward to seeing you there!

  • 09 Feb 2015 11:04 PM | Yadong Wang (Administrator)


    To help CCFA members to advance their career to next level by pairing them to qualified mentors. CCFA is now introducing CCFA member mentorship program.


    Duration: 1 year

    Mentees: Mentor and mentee 1:1 pairing. This program will facilitate an initial pairing process by let the mentors select mentees. When there are many mentee applicants, potential mentees are prescreened by CCFA based on the application materials.

    Recommended meeting frequency: 1/month but up to the pairs

    Meeting format and contents: up to the pairs but should be mentee initiated. Quarterly group meetings with all the mentors and mentees will be held.

    Mentee requirements: CCFA member with 3+ years of industrial experience.

    Application period: Now-March 15. Program start: Mid April.

    Application materials:

    • Resume
    • Cover letter

    Please cover the following topics in the application materials:

    • Your objectives. The more specific the objectives, the better help you will get from the mentor and the program
    • Your past contribution to CCFA
    • Your achievements

    If you are interested to apply for CCFA mentor program, please send the application materials should be sent to: membermentorshipccfa@gmail.com


  • 24 Dec 2010 10:50 AM | Anonymous
    Dear CCFA members and friends:

    Below please find the news release of the Xmas party and photo links.

    加中金融协会于12月19日成功举办了第18届Bay Street Chinese圣诞晚会,近400位加中金融协会会员和来宾欢聚一堂,气氛热烈,内容丰富,是一台高档次的金融精英晚装盛宴。

    一 年一度的Bay Street Chinese圣诞晚会的吸引力和受重视程度在今年创下了纪录。中加政府官员,银行高管,兄弟协会,社团媒体纷纷到场。中华人民共和国驻多伦多总领事馆总 领事陈立刚先生带领教育、科技领事参加晚会,并做了声情并茂的演讲。陈领事看到协会那么多年轻的金融从业者,非常欣慰地称“加中金融协会是促进中国金融发 展的后备人才库”。协会会长王勇博士总结了加中金融协会的诸多成绩,对协会的进一步发展提出了新的战略。王勇会长的致辞既鼓舞人心又风趣幽默,场上掌声不 断。协会成员表演的健美舞,各位嘉宾及协会管理层的合唱,方言游戏,翻译脱口秀让晚会高潮叠起,笑声涟涟。

    今年加中金融协会的晚会可谓一 票难求,几天功夫门票就一售而空。赞助商人数和金额都创纪录,有不少今年就承诺明年的赞助。加中金融协会受欢迎程度与其日益扩大的影响力不可分割。创立于 2001年的加中金融协会是由在金融机构从业的华人精英组成,一贯积极参与促进中加两国在金融领域的交流活动,并帮助和提升华人在加拿大金融领域的发展。 现任会长是“世界华人金融贡献奖”得主、华人社团熟识的皇家银行副总裁王勇博士,副会长是加拿大中国工商银行加拿大分行总裁毕明强博士。领导团队还包括副 会长张文琦女士和卢晓辉先生,秘书长王晓波博士。毕明强先生的加盟为加中金融协会同中国金融机构的深入合作提供了强劲的支持。协会新的宗旨是“扩大协会基 础,提升协会形象”。

    加中金融协会在今年开展了多项有益于会员利益及提高协会形象的活动:金融协会与上海市金融办、中国债券清算公司、辽 宁省人才办公室等机构签署了长期合作协议,进一步和多伦多大学、约克大学的学生实施了导师计划,金融协会分别在今年10月和11月率团在中国太原和南宁等 多地为山西晋商银行和中国国债清算公司提供了金融培训,并受到好评。加中金融协会将进一步扩大会员的基础,继续实施导师计划;鼓励会员交流,扩大会员视 野;并向国内金融机构推荐人才,辅助协会的会员及社会精英在加拿大和中国金融领域的发展和金融项目的合作。

  • 29 Nov 2010 3:01 PM | Anonymous
    地点: Room: SF 2202, Sandford Fleming Building, University of Toronto, 10 King's College Road, Toronto M5S 3G4

    时间: 2010年12月11日 下午15:00 - 晚上20:00

    温 州医学院、温州大学、中国温州留学人员创业服务中心、浙江省亚热带作物研究所、温州建设集团公司、温州公交集团有限公司、温州市宏业投资发展有限公司、兴 乐集团有限公司、人民控股集团有限公司、亚龙科技集团有限公司、浙江超达阀门股份有限公司、温州环科电子信息科技有限公司、温州市华基化工有限公司


    各 城市招聘活动现已开始接受报名,参加招聘会及晚餐均免费。因招聘单位数量有限,每场招聘会的时间也有限,为保证现场洽谈效果,各场活动都有人数限制,请有 意前往温州就业的人士尽早在网上(www.oceanandsky.org) 报名。参会人士凭网上报名回执在会议签到处领取胸卡入场。您在本网报名后,应会在5分钟之内收到回执,如没有收到的话,请查一下您邮件的Spam Folder。如果Spam Folder里也没有的话,请与此次招聘活动的北美总协调、美国三立国际集团联系。
  • 08 Nov 2010 10:09 AM | Anonymous
    Dear Friend,

    The Cities of Changzhou (Jiangsu Province), Wenzhou (Zhejiang Province)
    and Tianjin will host a number of talent recruitment events in November
    and December in Toronto and several other cities. Please check the
    details online at www.oceanandsky.org.

    If you are interested in any of the organizations/positions, or if you
    are interested in learning more about the career development
    opportunities and overseas talent recruitment policies and practices of
    the regions, please register online at your early convenience. All the
    events are free but registration is required.

    For your information, OceanAndSky.org is developing a platform/mechanism
    that would enable serious recruiters from China to schedule and conduct
    individual interviews via video conference with overseas applicants in
    the future. Such a channel shall provide more convenience to those
    interested in career development in China on either full time or part
    time (e.g. technical consulting) basis. We anticipate that the first
    video conference interview opportunities will be available within three
    months, and the information will be available online soon.

    Thank you.

    c/o Triway International Group
    Tel: 703 8541000
    Email: info@oceanandsky.org


    时间:2010年11月16日下午5:30 – 晚上9:00
    地点:Sheraton Hotel
    123 Queen Street West • Toronto, Ontario M5H 2M9



    详细信息及网上报名: www.OceanAndSky.org
  • 02 Nov 2010 7:32 PM | Anonymous
    Dear CCFA Members and Affliates,

    CCFA has successfully launched the CCFA Student Mentorship Program for 2010 - 2011.  About 30 MBA students from Schulich and Rotman have found a one-on-one mentor.  The program is designed to help mainly Chinese MBA students to better understand the financial service industry and expand their professional network.  It has been well recognized by both CCFA members and MBA students for the past three years. 


    Secretary General of CCFA
  • 25 Sep 2010 11:23 AM | Anonymous
    经上海市公务员局批准,面向海内外公开招聘3名上海市金融服务办公室聘任制公务员。21世纪人才网 (http://www.21cnhr.gov.cn)、上海金融网(http://sjr.sh.gov.cn)、上海金融人才网(http: //www.shf-hr.com)已发布招聘公告,上海金融网接受报名。
    任 职资格方面,上述职位要求熟悉中国国内金融业发展和金融企业运营情况;具有全日制经济、金融、财会等专业硕士研究生以上学历;具有五年以上国内外知名金融 机构从业经历和三年以上金融行业研究分析经历;具有CPA(注册会计师)、CFA(特许金融分析师)、ACCA(特许公认会计师)等国内外公认的专业资质 或在金融行业研究方面获得过重大奖项者优先。
    股权投资企业管理和发展职位工作职责主要是负责开展行业 (包括PE、VC和私募证券基金行业) 调查研究;提出改进本市股权投资企业运行环境的政策建议;为股权投资机构的引进和发展提供服务和管理;联络和协调相关政府部门、市场机构和中介组织,任职 资格方面要求竞聘者除熟悉相关政策法规和行业发展趋势,能熟练使用一门以上外语;具有全日制经济、金融、法律、工商管理等专业硕士研究生以上学历;具有5 年以上国内外知名金融机构从业经历和3年以上股权投资等行业工作经历外,还须具有实际参与过私募股权基金的募集、管理等过程,有成功的投资操作案例;具有 CPA(注册会计师)、CFA(特许金融分析师)、ACCA(特许公认会计师)等国内外公认的专业资质或海外相关工作经历者优先。
    聘 任制公务员,与一般公务员不同之处,是用人单位与所聘任公务员,按照平等自愿、协商一致的原则,签订书面合同,确定双方的权利、义务。聘任合同经双方协商 一致可以变更或者解除。聘任合同期限为一至五年,实行协议工资制,经聘任单位与拟聘任人选参照市场标准协商一致后,薪酬待遇在合同中确定。
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